What Demo Prep handles
Before a demo or discovery call, Agent Maya builds a brief. The rep opens one document, not five tabs. It includes who they're talking to, what the company is dealing with right now, what the rep should ask, and what the most relevant proof points are for this account.
Who this is for
- Account executives who lose 20 minutes before every call cobbling together research from too many sources.
- Sales managers who want consistent prep quality across the team, not a lottery based on how much time each rep has.
- Teams selling to complex accounts with multiple stakeholders where prep matters most.
What Agent Maya takes off your plate
- Stakeholder LinkedIn profile and role research.
- Company pain signals, recent news, and growth indicators.
- Tech stack and competitive context relevant to your product.
- Tailored discovery questions based on the account and deal stage.
- CRM opportunity context so the brief reflects the history of this deal.
How Agent Maya does it
- Meeting is booked in CRM: Agent Maya detects the upcoming call and starts building the brief.
- Stakeholders are identified and researched: LinkedIn profiles, roles, and recent activity for the meeting attendees are pulled and summarised.
- Company context is gathered: Recent news, pain signals, funding, and tech stack are collected from enrichment and signal sources.
- Brief is generated: A formatted brief is produced with the research, suggested questions, and relevant proof points for this account.
- Rep reviews before the call: The brief lands in the rep's queue with enough time to read it. They go into the call prepared rather than hoping they remember everything from their last research session.
What to expect
Reps go into every call prepared, even when they didn't have time for research that day. Calls start from a better place because the rep already knows what matters to this prospect.
Consistent prep quality across the team means discovery calls are sharper, demos are more relevant, and win rates reflect that.
How Flow AI sets this up
- Connect your CRM, calendar, and research sources.
- Define what a useful brief looks like for your sales motion: what information matters, in what format.
- Set brief generation timing, typically one to two hours before the meeting, so it's ready when the rep needs it.
FAQ
What does the brief actually look like?
A single document with stakeholder summaries, company context, suggested questions, and proof points. Format is defined during setup to match how your team works.
Can it pull context from our previous meetings with this account?
Yes. If call notes or CRM activity history are available, Agent Maya includes the relevant history in the brief.
What if the meeting is booked with very short notice?
Brief generation starts immediately on booking. For very short-notice meetings, you get whatever is available. Most briefs complete within 15 minutes.